Specialty:
“2025 Update: Sandra Mews and Associates takes a holistic approach to financial planning, helping clients navigate life’s most complex transitions such as inheritance, divorce, retirement, or the loss of a loved one. Since 1991, they have provided personalized strategies that integrate investment management, retirement income solutions, insurance, estate, wealth transfer, legacy and tax planning. Led by Sandra Mews, a globally recognized financial expert with over 30 years of experience and 15 national and international awards, their team is known for its integrity, compassion, and precision. Sandra’s leadership and personal experience inspire their commitment to helping clients feel secure and confident about their financial future. They partner with Raintree Financial Solutions to offer access to discretionary portfolio management and alternative investment opportunities. Their investment philosophy is grounded in long-term thinking, independent research, and global trends, ensuring portfolios reflect each client’s goals, values, and timeline. As independent brokers, they also provide risk management tools using life and living benefits insurance, including disability, critical illness, and long-term care coverage. Insurance is not only protection, it can be a strategic asset for tax planning and conservative investing. In 2023, they sold their Larch Street location to evolve with their clients’ changing needs and expand their services across new platforms. They continue to offer clarity in complexity and trusted guidance through every stage of life.”
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